AWM Investment Company, Inc.
NEW YORK NY · SEC CIK 0001535264
$9.03亿2026Q1 申报市值
98持仓数
41.2%前十大占比 · 第一大 6.5%
13 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
Willow Lane Acqu 新建仓+$829.95万
Tigo Energy, Inc 加仓+$719.14万
5E Advanced Mate 新建仓+$455.00万
BFLY 加仓+$416.36万
Gambling.com Gro 加仓+$408.25万
2026Q1 卖出最多 按季末市值估算
ADMA 清仓-$4,012.80万
NGS 减仓-$1,743.12万
Forge Global Hol 清仓-$1,177.18万
VELO 减仓-$1,174.97万
RCAT 减仓-$833.04万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AEHR | Aehr Test Systems | $5,910.44万 | 6.54% | 1,593,971 | 57,200 | 3.7% | $212.10万 | 加仓 |
| LASR | nLight, Inc. | $5,837.36万 | 6.46% | 1,023,739 | -145,941 | -12.5% | -$832.16万 | 减仓 |
| VICR | Vicor Corporation | $4,639.70万 | 5.14% | 288,180 | -45,000 | -13.5% | -$724.50万 | 减仓 |
| BKSY | BlackSky Technology, Inc. | $4,341.63万 | 4.81% | 1,725,610 | 0 | 0.0% | — | 不变 |
| GILT | Gilat Satellite Networks, Ltd. | $3,458.76万 | 3.83% | 2,302,767 | -50,460 | -2.1% | -$75.79万 | 减仓 |
| MASS | 908 Devices, Inc. | $3,182.35万 | 3.52% | 5,199,924 | 0 | 0.0% | — | 不变 |
| AMSC | American Superconductor Corp | $2,713.43万 | 3.00% | 801,604 | 47,384 | 6.3% | $160.39万 | 加仓 |
| KOPN | Kopin Corporation | $2,658.33万 | 2.94% | 11,814,812 | -30,000 | -0.3% | -$6.75万 | 减仓 |
| AVAV | Aerovironment, Inc. | $2,391.69万 | 2.65% | 130,658 | 11,765 | 9.9% | $215.36万 | 加仓 |
| PI | Impinj, Inc. | $2,126.07万 | 2.35% | 207,018 | 28,845 | 16.2% | $296.24万 | 加仓 |
| LPTH | LightPath Technologies, Inc. | $2,043.72万 | 2.26% | 2,037,610 | -2,500 | -0.1% | -$2.51万 | 减仓 |
| DFTX | Definium Therapeutics, Inc. | $2,035.33万 | 2.25% | 1,076,893 | -313,769 | -22.6% | -$593.02万 | 减仓 |
| — | Talkspace, Inc. | $1,980.42万 | 2.19% | 3,826,892 | -102,608 | -2.6% | -$53.10万 | 减仓 |
| VELO | Velo3D, Inc. | $1,857.61万 | 2.06% | 1,978,282 | -1,251,296 | -38.7% | -$1,174.97万 | 减仓 |
| MRAM | Everspin Technology, Inc. | $1,825.89万 | 2.02% | 2,077,241 | -49,000 | -2.3% | -$43.07万 | 减仓 |
| ARLO | Arlo Technologies, Inc. | $1,800.25万 | 1.99% | 1,265,109 | 92,500 | 7.9% | $131.63万 | 加仓 |
| BFLY | Butterfly Network, Inc. | $1,789.96万 | 1.98% | 4,430,593 | 1,030,593 | 30.3% | $416.36万 | 加仓 |
| UTI | Universal Technical Institute, | $1,765.64万 | 1.95% | 489,098 | 55,000 | 12.7% | $198.55万 | 加仓 |
| CEVA | CEVA, Inc. | $1,615.46万 | 1.79% | 864,806 | 37,000 | 4.5% | $69.12万 | 加仓 |
| AIOT | PowerFleet, Inc. | $1,448.06万 | 1.60% | 4,701,506 | 0 | 0.0% | — | 不变 |
| REAL | The RealReal, Inc. | $1,347.33万 | 1.49% | 1,483,847 | 60,000 | 4.2% | $54.48万 | 加仓 |
| — | RADCOM, Ltd. (Israel) | $1,205.37万 | 1.33% | 991,261 | 0 | 0.0% | — | 不变 |
| — | MDxHealth, SA (Belgium) | $1,200.89万 | 1.33% | 5,221,282 | 0 | 0.0% | — | 不变 |
| SRTA | Strata Critical Medical, Inc. | $1,179.37万 | 1.31% | 2,821,468 | 0 | 0.0% | — | 不变 |
| — | Genasys, Inc. (F4) | $1,028.22万 | 1.14% | 5,649,544 | 0 | 0.0% | — | 不变 |
| — | Owlet, Inc. | $1,016.93万 | 1.13% | 1,978,470 | 230,219 | 13.2% | $118.33万 | 加仓 |
| — | Gambling.com Group Ltd. | $964.75万 | 1.07% | 2,486,477 | 1,052,189 | 73.4% | $408.25万 | 加仓 |
| ASPI | ASP Isotopes, Inc. | $939.03万 | 1.04% | 2,124,496 | 0 | 0.0% | — | 不变 |
| — | Insight Molecular Diagnostic | $920.45万 | 1.02% | 2,806,256 | -7,974 | -0.3% | -$2.62万 | 减仓 |
| — | Alpha Cognition, Inc.(Canada) | $918.02万 | 1.02% | 1,672,168 | 0 | 0.0% | — | 不变 |
| PVLA | Palvella Therapeutics, Inc. | $865.27万 | 0.96% | 69,416 | 0 | 0.0% | — | 不变 |
| — | TriSalus Life Sciences, Inc. | $831.64万 | 0.92% | 2,079,105 | 835,325 | 67.2% | $334.13万 | 加仓 |
| — | Willow Lane Acquisition Corp. | $829.95万 | 0.92% | 779,299 | 779,299 | — | $829.95万 | 新建仓 |
| GLXY | Galaxy Digital, Inc.-Class A | $821.02万 | 0.91% | 445,000 | 60,000 | 15.6% | $110.70万 | 加仓 |
| NGS | Natural Gas Services Group,Inc | $810.56万 | 0.90% | 214,776 | -461,876 | -68.3% | -$1,743.12万 | 减仓 |
| — | Tigo Energy, Inc. | $808.75万 | 0.90% | 2,150,930 | 1,912,616 | 802.6% | $719.14万 | 加仓 |
| — | SANUWAVE Health, Inc. | $785.92万 | 0.87% | 454,550 | 0 | 0.0% | — | 不变 |
| LOVE | The Lovesac Company | $738.50万 | 0.82% | 500,002 | 0 | 0.0% | — | 不变 |
| — | Brazil Potash Corp. | $722.07万 | 0.80% | 2,228,600 | 228,600 | 11.4% | $74.07万 | 加仓 |
| CTRN | Citi Trends, Inc. | $719.66万 | 0.80% | 166,127 | -75,530 | -31.3% | -$327.20万 | 减仓 |
| OOMA | Ooma, Inc. | $598.16万 | 0.66% | 411,108 | -88,591 | -17.7% | -$128.90万 | 减仓 |
| — | The Real Brokerage, Inc.(Canad | $563.99万 | 0.62% | 2,255,940 | 25,000 | 1.1% | $6.25万 | 加仓 |
| RSVR | Reservoir Media, Inc. | $540.01万 | 0.60% | 551,594 | 0 | 0.0% | — | 不变 |
| SPIR | Spire Global Inc. | $539.45万 | 0.60% | 428,813 | 10,526 | 2.5% | $13.24万 | 加仓 |
| — | Forte Biosciences, Inc. | $518.00万 | 0.57% | 200,000 | -36,821 | -15.5% | -$95.37万 | 减仓 |
| RCAT | Red Cat Holdings, Inc. | $490.17万 | 0.54% | 374,460 | -636,396 | -63.0% | -$833.04万 | 减仓 |
| BLZE | Backblaze, Inc. | $483.06万 | 0.53% | 1,400,166 | -1,667,403 | -54.4% | -$575.25万 | 减仓 |
| — | Destination XL Group, Inc. | $479.36万 | 0.53% | 9,399,297 | 0 | 0.0% | — | 不变 |
| — | Rani Therapeutics Holdings,Inc | $477.62万 | 0.53% | 6,500,000 | 0 | 0.0% | — | 不变 |
| — | 5E Advanced Materials, Inc. | $455.00万 | 0.50% | 3,250,000 | 3,250,000 | — | $455.00万 | 新建仓 |
| FENC | Fennec Pharmaceuticals, Inc. | $442.88万 | 0.49% | 720,135 | 8,266 | 1.2% | $5.08万 | 加仓 |
| — | Beeline Holdings, Inc. | $434.43万 | 0.48% | 1,848,641 | -26,359 | -1.4% | -$6.19万 | 减仓 |
| ALLT | Allot Ltd. (Israel) | $416.05万 | 0.46% | 624,700 | 126,000 | 25.3% | $83.92万 | 加仓 |
| ANRO | Alto Neuroscience, Inc. | $382.16万 | 0.42% | 170,000 | -55,000 | -24.4% | -$123.64万 | 减仓 |
| KIDS | OrthoPediatrics Corporation | $376.39万 | 0.42% | 237,169 | 23,000 | 10.7% | $36.50万 | 加仓 |
| AVNW | Aviat Networks, Inc. | $374.70万 | 0.41% | 165,723 | 0 | 0.0% | — | 不变 |
| PGNY | Progyny, Inc. | $373.56万 | 0.41% | 220,000 | 20,000 | 10.0% | $33.96万 | 加仓 |
| — | GrowGeneration Corp. | $371.89万 | 0.41% | 3,380,784 | 0 | 0.0% | — | 不变 |
| — | Crinetics Pharmaceuticals, Inc | $363.20万 | 0.40% | 100,000 | 0 | 0.0% | — | 不变 |
| — | Arbe Robotics, Ltd.(Israel) | $360.02万 | 0.40% | 5,901,897 | 1,947,015 | 49.2% | $118.77万 | 加仓 |
| ABEO | Abeona Therapeutics, Inc. | $359.80万 | 0.40% | 803,130 | 29,000 | 3.7% | $12.99万 | 加仓 |
| — | Gaia, Inc. | $346.83万 | 0.38% | 1,252,090 | 0 | 0.0% | — | 不变 |
| OUST | Ouster, Inc. | $341.68万 | 0.38% | 186,000 | 186,000 | — | $341.68万 | 新建仓 |
| ELDN | Eledon Pharmaceuticals, Inc. | $338.80万 | 0.38% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | Ideal Power, Inc. | $338.71万 | 0.37% | 1,196,849 | 410,755 | 52.3% | $116.24万 | 加仓 |
| — | Xtant Medical Holdings, Inc. | $333.51万 | 0.37% | 5,976,910 | -617,211 | -9.4% | -$34.44万 | 减仓 |
| LYTS | LSI Industries, Inc. | $327.54万 | 0.36% | 176,097 | 176,097 | — | $327.54万 | 新建仓 |
| — | PepGen, Inc. | $324.07万 | 0.36% | 1,830,925 | 530,925 | 40.8% | $93.97万 | 加仓 |
| APEI | American Public Education, Inc | $304.31万 | 0.34% | 53,500 | -39,000 | -42.2% | -$221.83万 | 减仓 |
| NXDR | Nextdoor Holdings, Inc. | $301.54万 | 0.33% | 2,153,838 | 1,153,838 | 115.4% | $161.54万 | 加仓 |
| ARGX | argenx SE - ADR (Netherlands) | $273.84万 | 0.30% | 3,750 | 0 | 0.0% | — | 不变 |
| ALMU | Aeluma, Inc. | $261.80万 | 0.29% | 200,000 | 0 | 0.0% | — | 不变 |
| HIPO | Hippo Holdings, Inc. | $260.60万 | 0.29% | 100,000 | 0 | 0.0% | — | 不变 |
| OPK | OPKO Health, Inc. | $239.40万 | 0.27% | 2,100,000 | 0 | 0.0% | — | 不变 |
| PAYS | Paysign, Inc. | $227.72万 | 0.25% | 385,965 | 49,885 | 14.8% | $29.43万 | 加仓 |
| BNTC | Benitec Biopharma, Inc. | $200.20万 | 0.22% | 187,977 | -95,000 | -33.6% | -$101.17万 | 减仓 |
| — | Modular Medical, Inc. | $193.60万 | 0.21% | 366,666 | 366,666 | — | $193.60万 | 新建仓 |
| NKTX | Nkarta, Inc. | $191.17万 | 0.21% | 906,000 | 0 | 0.0% | — | 不变 |
| INFU | InfuSystem Holdings, Inc. | $185.59万 | 0.21% | 201,077 | -360,579 | -64.2% | -$332.81万 | 减仓 |
| — | Aytu BioPharma, Inc. | $169.14万 | 0.19% | 619,574 | 0 | 0.0% | — | 不变 |
| SABS | SAB Biotherapeutics, Inc. | $153.20万 | 0.17% | 400,000 | 200,000 | 100.0% | $76.60万 | 加仓 |
| — | OptimizeRx Corporation | $144.70万 | 0.16% | 230,421 | 0 | 0.0% | — | 不变 |
| NKTR | Nektar Therapeutics | $143.90万 | 0.16% | 20,000 | -20,000 | -50.0% | -$143.90万 | 减仓 |
| ABX | Abacus Life, Inc. | $140.08万 | 0.16% | 177,772 | 0 | 0.0% | — | 不变 |
| — | DHI Group, Inc. | $139.85万 | 0.15% | 497,698 | 0 | 0.0% | — | 不变 |
| — | NextCure, Inc. | $123.47万 | 0.14% | 117,371 | 0 | 0.0% | — | 不变 |
| — | Satellos Bioscience, Inc. (Can | $121.10万 | 0.13% | 215,000 | 215,000 | — | $121.10万 | 新建仓 |
| AQST | Aquestive Therapeutics, Inc. | $112.22万 | 0.12% | 270,400 | 270,400 | — | $112.22万 | 新建仓 |
| — | Black Diamond Therapeutics, In | $111.83万 | 0.12% | 525,000 | -100,000 | -16.0% | -$21.30万 | 减仓 |
| — | Century Casinos, Inc. | $88.94万 | 0.10% | 639,834 | -130,674 | -17.0% | -$18.16万 | 减仓 |
| UCTT | Ultra Clean Holdings, Inc. | $71.15万 | 0.08% | 11,442 | -128,998 | -91.9% | -$802.11万 | 减仓 |
| CTMX | CytomX Therapeutics, Inc. | $70.50万 | 0.08% | 150,000 | 150,000 | — | $70.50万 | 新建仓 |
| RNA | Atrium Therapeutics, Inc. | $66.85万 | 0.07% | 50,000 | 50,000 | — | $66.85万 | 新建仓 |
| AVR | Anteris Technologies Global Co | $63.83万 | 0.07% | 115,000 | 115,000 | — | $63.83万 | 新建仓 |
| CYRX | Cryoport, Inc. | $50.60万 | 0.06% | 61,111 | 61,111 | — | $50.60万 | 新建仓 |
| — | Sera Prognostics, Inc. | $42.10万 | 0.05% | 207,382 | 0 | 0.0% | — | 不变 |
| — | MaxCyte, Inc. | $35.12万 | 0.04% | 500,000 | 500,000 | — | $35.12万 | 新建仓 |
| — | DiaMedica Therapeutics, Inc. | $24.37万 | 0.03% | 36,000 | 36,000 | — | $24.37万 | 新建仓 |
| ADMA | ADMA Biologics, Inc. | $0 | 0.00% | 0 | -2,200,000 | -100.0% | -$4,012.80万 | 清仓 |
| — | Forge Global Holdings, Inc. | $0 | 0.00% | 0 | -264,179 | -100.0% | -$1,177.18万 | 清仓 |